OIA

OneDigital Investment Advisors Portfolio holdings

AUM $9.74B
1-Year Est. Return 13.9%
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,410
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.8M
3
+$1.33M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.18M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$799K

Top Sells

1
+$24.4M
2
+$9.7M
3
+$4.81M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.56M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.51M

Sector Composition

1 Financials 6.11%
2 Industrials 4.45%
3 Technology 3.78%
4 Energy 3.77%
5 Consumer Staples 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$9K ﹤0.01%
132
-186
777
$9K ﹤0.01%
500
-20
778
$9K ﹤0.01%
136
779
$9K ﹤0.01%
247
780
$9K ﹤0.01%
140
781
$9K ﹤0.01%
125
-84
782
$9K ﹤0.01%
376
783
$9K ﹤0.01%
600
784
$9K ﹤0.01%
205
785
$8K ﹤0.01%
203
786
$8K ﹤0.01%
100
787
$8K ﹤0.01%
87
788
$8K ﹤0.01%
278
789
$8K ﹤0.01%
877
790
$8K ﹤0.01%
261
+25
791
$8K ﹤0.01%
100
792
$8K ﹤0.01%
50
793
$8K ﹤0.01%
379
+26
794
$8K ﹤0.01%
200
-73
795
$8K ﹤0.01%
311
796
$8K ﹤0.01%
130
797
$8K ﹤0.01%
130
798
$8K ﹤0.01%
78
799
$8K ﹤0.01%
100
800
$8K ﹤0.01%
159
30 31
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